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Bicoin 0418
From FinTech April 6, 2018

Fintech on Friday: Should wealth managers cash in on crypto currency craze?

Crypto currencies are surging in popularity and wealth managers must decide whether to act now to take advantage of the opportunities or to play it safe and wait to see how things develop

Jonathan Wyatt, Protiviti
From FinTech March 27, 2018

Old and new: the rise of the hybrid proposition

Wealth managers are warming to the idea of hybrid business models, which mix personal advice with digital offerings

From FinTech March 23, 2018

Fintech on Friday: Cyber security must be central pillar in wealth managers’ digital journeys

Clients may take care to keep their online bank accounts safe, but are much more relaxed when it comes to social media. Wealth managers must ensure not only that their online platforms are secure, but educate their customers how to protect themselves online

Adam French, Scalable
From FinTech March 16, 2018

Fintech on Friday: Finding a way to make robo-advice pay

Establishing a successful robo-advisory platform is far from easy, as both traditional banks and tech start-ups have been finding out

Luigi Marciano, Objectway
From FinTech March 9, 2018

Fintech on Friday: Technology allowing wealth managers to move into mainstream

Servicing the retail market with high-tech offerings is a huge opportunity for wealth managers, but humans will remain vital in managing client relationships, believes Objectway's Luigi Marciano

Bitcoin 0218
From FinTech February 23, 2018

Should investors stay well away from bitcoin?

Mark Haefele, global CIO at UBS Wealth Management and Nigel Green, founder and CEO of deVere Group, argue whether cryptocurrencies are in a bubble or the next big thing

PWM 0218 cover
From FinTech February 16, 2018

Global Asset Tracker: Impact of technology key long-term play for wealth firms

More than 70 per cent of responders to PWM's Global Asset Allocation survey implement cross-sector investment themes, with interest in robotics and AI particularly high

Bitcoin teaser
From FinTech January 26, 2018

Bitcoin just the tip of blockchain iceberg

The skyrocketing value of bitcoin may have been getting all the attention, but behind the virtual currency sits an emerging crypto economy that is only getting bigger

World of wealthcraft
From FinTech January 12, 2018

The world of wealthcraft

Wealth managers are both trying to manage the fortunes of millennial gamers and incorporating gaming elements into their own offerings

From FinTech December 1, 2017

Fintech on Friday: is bitcoin in a bubble?

Bitcoin hit the headlines this week when its valuation passed through the $10,000 mark. Is the crypto-currency something investors should be seriously considering, or is it heading for a fall?

Artificial intelligence
From FinTech November 17, 2017

Just how far can AI go in transforming wealth management?

The role Artificial Intelligence could play in wealth management is one of the big questions facing the industry, but the consensus seems to be that although AI’s potential is huge, it will never replace the human element 

David Older, Carmignac
From FinTech November 10, 2017

How to position portfolios in an age of disruption

The pace of technological disruption is likely to increase in the years ahead. There will clearly be winners and losers from this upheaval – how should investors respond?

From FinTech October 25, 2017

Tech revolution accelerates private banking evolution

PWM’s Perspectives debate brought together some of Europe’s leading wealth managers to discuss how private banking institutions are rising to the digital challenge 

Stephan Hug, Credit Suisse
From FinTech August 18, 2017

Building a front-to-back digital infrastructure

Wealth managers must have robust back-end technology systems in place if their client facing platforms are to operate efficiently

Patrick Barnert, Qumram
From FinTech July 14, 2017

Fintech on Friday: omni-channel under MiFID II – eradicating risks and ramping up revenues

Documenting client communications is now a top regulatory concern for wealth managers, but addressing this thorny compliance challenge can actually yield big business benefits

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From FinTech June 20, 2017

Private banks’ tech transformation gathers pace

Improving the client experience is at the heart of wealth managers’ digital strategies, with a belief that combining cutting edge technology with human expertise will meet their ever more demanding expectations

Guillaume Dufour, Dassault Systèmes
From FinTech June 23, 2017

Fintech on Friday: Digitisation the only choice for wealth managers

The digital revolution is impacting all industries, and wealth management is no different. The good news is that many are embracing this new era, despite the many challenges it poses

Kapin Vora, Capco
From FinTech June 16, 2017

Cyber warfare: old and new vie for control of North American digital wealth market

North America’s digital wealth marketplace continues to expand, with new businesses tapping into changing client behaviour and utilising new technology. But the traditional names are fighting back

From FinTech May 26, 2017

Blockchain reaction: will it change everything?

Blockchain technology could help banks cut costs and boost client security, but will the notoriously slow-to-change financial services industry get on board?

From FinTech June 2, 2017

Fintech on Friday: the twin threats of technological change

Disruptive technology is applying downward pressure on wages and could well impact even those on higher incomes. It is therefore doubly important that investment portfolios are positioned to benefit from this growing trend

 Mario Bortoli, Euclidea
From FinTech May 26, 2017

Online opportunities in Italian wealth management

With government bonds and real estate looking less attractive, the time is right for robo-advisers to step in and offer something a little different to Italian investors, believes Mario Bortoli, CEO of digital wealth manager Euclidea 

Terry Erisman, GridGrain
From FinTech May 12, 2017

Wealth managers slowly switching on to rewards of AI and machine learning

Technology can help portfolio managers beat the market and has huge potential on the client servicing side, but techno-phobic mainstream institutions need to undergo a cultural transformation if they are to reap the benefits

Peter Sayburn, Market Gravity
From FinTech May 5, 2017

Differentiation and data can drive wealth management's digital reboot

Wealth management is experiencing a tidal wave of digital disruption. Understanding how to use new technology to make creative ideas work in large-scale wealth management businesses is key to driving businesses forward, retaining existing clients and attracting new ones

From FinTech April 28, 2017

Does your wealth manager drink coffee or kilowatts?

Wealth managers are yet to fully align themselves with clients' digital expectations, but while technology will inevitably disrupt the private banking industry, evidence suggests there will always be a place for human expertise

John Beckett, New Fund Order
From FinTech April 7, 2017

Asset management failing to get to grips with tech revolution

The asset management industry is guilty of looking for traditional solutions to its problems, while many of the answers actually lie in the digital realm 

Jonathan Cohen, RoboCap
From FinTech April 20, 2017

Fintech on Friday: Financial services and robotics far from natural bedfellows

High net worth individuals should be more interested in the investment opportunities offered by robotics and automation than their impact on wealth management, claims Jonathan Cohen of RoboCap

Shaun Port, Nutmeg new
From FinTech March 24, 2017

No need for robo-advice pioneers to fear arrival of big names

There is much talk about established wealth management firms launching their own digital platforms, but this would just bring more clients into the online world, argue the start-ups 

Latest PWM video

Nannette Hechler-Fayd'herbe, Global Head of Investment Strategy and Research at Credit Suisse, talks to Elliot Smither about the outlook for financial markets in 2018 and identifies some of the long-term investment themes which can be used to help make asset allocation decisions

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